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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,446 | $102,595-92.7% | $94,057-92.1% | $154,746-95.2% |
| Participation rate | 27.3% | 76.0%-48.7pp | 73.3%-46.1pp | 80.7%-53.4pp |
| Annual return | 10.93% | 583.42%-572.5pp | 480.62%-469.7pp | 172.34%-161.4pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $399 | $5,118-92.2% | $4,709-91.5% | $6,730-94.1% |
| Admin fee / account holder | $4,906 | $7,736-36.6% | $7,244-32.3% | $14,365-65.8% |